General ledger · Account of professional service

Patrick Bateman, CPA

Audit Senior Manager · San Francisco, CA
p.bateman@example.com (415) 555-0147 patrickbateman.example.com
Acct 1000 · Opening balance Folio 01

I am an audit senior manager with 12 years in public accounting, currently signing off on the audits of 3 public companies. I run a team of 11 and my engagements have produced zero restatements. I reconcile faster than I small-talk, and my clients seem fine with that trade.

12 yrs 0 mo
Acct 2100 · Experience, posted chronologically Folio 02
Meridian Whitfield LLP
Audit Senior Manager · San Francisco · 2019–Present
  • Lead integrated audits of 3 SEC registrants with combined revenue of $4.2B; zero restatements across 7 filing cycles.
  • Manage a team of 11 (2 managers, 4 seniors, 5 staff); staff retention of 89% against a firm average of 71%.
  • Cut average close-to-opinion time from 54 to 41 days by moving 60% of substantive testing into interim periods.
7 yrs · $4.2B rev
Meridian Whitfield LLP
Audit Manager · San Francisco · 2016–2019
  • Managed fieldwork for 5 concurrent engagements, budgets from $180K to $1.4M in fees.
  • Wrote the office's revenue recognition transition workplan (ASC 606) adopted by 14 engagement teams.
3 yrs · $1.4M fee
Calloway & Boone LLP
Audit Staff, then Senior · Sacramento · 2014–2016
  • Performed inventory, receivables, and payroll testing across 9 private-company audits per year.
  • Passed all 4 CPA exam sections on the first attempt while working busy season.
2 yrs · 18 audits
Subtotal, experience
12 yrs 0 mo
Acct 3200 · Schedule of competencies Folio 03
PCAOB integrated audits, ICFR scoping and testing
10 yrs
US GAAP: ASC 606, 842, 350; SEC reporting (10-K, 10-Q, S-1 comfort)
9 yrs
Data-assisted testing: IDEA, Alteryx, journal entry analytics
6 yrs
Team leadership, reviewer sign-off, partner rotation planning
7 yrs
Subtotal, competencies
4 line items
Acct 4000 · Education & licensure Folio 04
CPA, State of California
License no. 555-88214 · Active, in good standing
2015
B.S. Accounting, Hollis State University
Magna cum laude · GPA 3.8 / 4.0
2014
Subtotal, credentials
2 entries
Paid in Full Audited · No exceptions noted
Books balanced as of Dec 31 · Carried forward
Ledger of J. Bateman Page 1 of 1